Hey, I'm Travis
A CRM and marketing automation specialist with over six years of experience building systems that teams rely on inside a live business environment. I have increased lead volume 57%, reduced team error rates by 12%, and done most of it as the only technical resource available.
+57%
Lead volume increase
-12%
Team error rate reduction
6+
Years of hands-on experience
Who Am I?
Built to solve, not just patch
I’ve always been the person who notices what’s broken, what can be improved or automated, and builds something to fix it.
Early on, I installed car audio systems, remote starts, security systems, amplifiers, and more across many vehicle makes and models. The troubleshooting mindset I built doing that work never left me. It has just found a new home in systems and technology.
From there, my career moved through sales, finance, and marketing across several industries. Across many of these roles, the same type of work kept finding me. That looked like configuring the CRM, automating manual tasks, building email sequences, creating training materials, optimizing lead workflows, and training the team to use the full potential of all of the tools and systems. Over time, that stopped being a side responsibility and started being the main focus.
Understanding both the technical side and the business reality behind it means I can figure out what actually needs to be fixed, build something that holds up under real conditions, and explain what I built in a way that makes sense to people who are not technical. Most of it I have done as the only technical person in the room, with no IT department and no safety net. That means I know how to prioritize, document, and get things done.
How I Work
I work on problems until they are actually solved, not just patched. I document everything and communicate clearly whether I am talking to someone technical or someone who just needs to know what changed and why. I take ownership from start to finish, pick up new tools quickly, and build things that people actually want to use after I hand them off.
PROJECTS SHOWCASE
Things I've actually built
Here is a look at some of the systems, solutions, and projects I have built, including an explanation of the problem, what I built to solve it, and what it delivered.
Workflow Automation and Process Overhaul, Auto Refinance Company
Tools: Microsoft SharePoint, Power Automate, Teams, Forms
Automated Employee Onboarding Workflow
Tools: Power Automate, SharePoint, Entra ID (Azure AD), Microsoft 365
Automated Monthly Performance Reports and Lender Analytics
Tools: Power Automate, Microsoft SharePoint, Excel
CRM Build, Systems, and Lead Generation Overhaul, Solar Company
No CRM, no digital presence, no automation, built the entire revenue infrastructure from scratch. Full Pipedrive environment, automated follow-up sequences, Twilio SMS, and Zapier connecting every lead source directly to the pipeline. Paired with a new WordPress site and campaigns across Google, YouTube, and Facebook.
Tools: Pipedrive, Zapier, WordPress, Google Ads, Facebook Ads, YouTube Ads, Twilio
HISTORY
Professional Experience
A look at the roles that shaped where I am today.
Operations & Systems Consultant Current
Aug 2024 - Current
Operations & Systems Consultant
Current
Aug 2024 - Current
Independent Consultant
Independent consulting and skill-building period focused on marketing operations, AI workflow integration, and CRM advisory work for prior clients.
- Completed AI model evaluation and training projects for various large language models. Designed complex prompts, assessed output accuracy, and wrote detailed accuracy notes across writing, summarization, image and video recognition, JSON formatting, and task scheduling. Direct application to AI-assisted marketing workflow design and prompt engineering
- Built a multi-step Power Automate workflow integrating SharePoint and Microsoft Entra ID to fully automate employee onboarding, including account creation, permission assignment, and welcome email delivery, eliminating all manual steps after the trigger
- Advised clients on CRM and marketing automation strategy, including current-state assessment, platform evaluation, and recommendations for pipeline structure, lead routing, and automated follow-up design
- Earned Google Analytics Certification (May 2026), Google AI Professional Certificate (April 2026), Google IT Support Professional Certificate (January 2026), and CompTIA A+ (September 2024)
Customer Experience Consultant
Jan 2024 - Jun 2024
CarMax
Worked as a remote car sales consultant serving as the primary point of contact for customers nationwide. Managing the complete purchase journey from the first inquiry through credit application, financing, documentation, and scheduling delivery in a high-volume remote call center environment.
- Managed an active pipeline of many customers simultaneously, tracking vehicle transfer statuses, customer questions, new leads, credit applications, lender stipulations, financing documentation, and delivery coordination across all open deals at once
- Led informal peer training on financing options, credit analysis, product attachment strategies, and documentation accuracy, directly improving team attachment rates and accuracy
- Exceeded all company KPIs by 10%+ across strict customer service, compliance, and sales metrics
IT Systems Specialist and Funding Manager
Jan 2021 - December 2023
Lending Arts
Hired as Funding Manager overseeing auto loan contract review and lender compliance. That role expanded over time to include full ownership of the company’s technology and business systems, as the only technical resource in a ~25+ person company with no dedicated IT department.
- Built a SharePoint intranet with over 50 pages serving as the company’s central knowledge base for SOPs, training materials, and process documentation, integrated with 35+ Power Automate flows. Combined with consistent hands-on training of the sales and funding teams, this reduced team-wide error rates and funding delays by approximately 12%
- Designed standardized CRM workflows, process documentation, and SOPs across all departments, directly improving operational accuracy and reducing onboarding time for new team members
- Created automated approval flows, notification routing, and data sync across Sales, Accounting, Title, and Funding departments, eliminating manual handoffs between teams
- Administered the full Microsoft 365 environment for ~25+ users, including user lifecycle management, security permissions, license management, and device setup
- Collaborated directly with company leadership (CEO, COO, CFO, CTO) on system rollouts, long-term technology planning, and KPI reporting infrastructure
Marketing and Operations Director
Jun 2019 - Jan 2021
GCC
Sole technical and marketing resource for a Colorado-based solar company, building the full CRM, digital marketing infrastructure, and automation stack from scratch with no IT department.
- Built and administered a full CRM environment using Pipedrive, including pipelines, automated follow-up sequences, Twilio SMS integration, Zapier data routing, lead routing rules, and data integrity controls for the company’s sales team
- Created Zapier automations connecting the CRM to marketing platforms, landing pages, and web forms, so every inbound lead was automatically added to the CRM with the right information and enrolled in the appropriate follow-up sequence, eliminating manual data entry across the lead generation process
- Rebuilt the company’s digital presence, launching a new WordPress site and targeted ad campaigns across Google, YouTube, and Facebook, increasing monthly lead volume by about 57% compared to prior neighborhood canvassing methods
- Oversaw the full contract-to-installation lifecycle across internal teams and external partners
- Led peer training on CRM workflows, product knowledge, process compliance, and documentation standards
Open to new opportunities.
Looking for a remote marketing operations, CRM, or revenue operations role where the system work actually matters. My resume and project work are the fastest way to see what I have built.
SKILL SET
Skills Snapshot
Built across real business environments, from hands-on operations through full ownership of CRM, automation, and revenue workflow design.
CRM Administration
Pipedrive, HubSpot, Zoho, Salesforce, Pipeline Config, Lead Routing, Workflow Rules, User Training, Deal Stage Management
Marketing Automation
Power Automate, Zapier, ActiveCampaign, MailChimp, ConvertKit, Drip Campaigns, Lead Nurture, Trigger Flows, Cross-Platform Integrations
Digital Marketing
Google Ads, Facebook Ads, YouTube Ads, A/B Testing, Funnel Design, Conversion Copywriting, Landing Page Optimization, WordPress CMS
Documentation & Enablement
SOP Authoring, Knowledge Bases, Process Mapping, SharePoint Intranet, Playbook Creation, End-User Training, Technical Documentation
AI Tools and Workflow Design
Claude, Gemini, Prompt Engineering, LLM Integration, Automation Design, AI Model Evaluation, Business Process Automation
Analytics and Reporting
Google Analytics, GA4, KPI Dashboards, Excel Modeling, Campaign Attribution, Conversion Tracking, Automated Reporting Pipelines
Microsoft 365 and Systems
M365 Admin, SharePoint, Entra ID, Exchange Online, Teams, OneDrive, Active Directory, User Lifecycle Management, License Management
Soft Skills
Independent Problem-Solver, Clear Communicator, Detail-Oriented, Fast Learner, Adaptable, Calm Under Pressure, Resourceful
CREDENTIALS
Certifications Snapshot
Verified through globally recognized programs. Each one tied directly to the work I do every day.
2026
Google AI Professional Certificate
Demonstrated competence in foundational AI techniques, prompt engineering, and managing AI-driven workflows and security protocols.
2026
Google Analytics Certification
Demonstrated proficiency in Google Analytics 4, including data collection, event tracking, report configuration, and interpreting user and performance data to support marketing decision-making.
2026
Google IT Support Professional Certificate
Comprehensive training in networking, operating systems, and systems administration. Focused on hands-on problem solving and end-user support.
2026
CompTIA A+ Certified
CompTIA
Validation of foundational IT skills covering hardware, software, networking, and security across multiple devices and operating systems.
GET IN TOUCH
Let's Get In Touch
Whether you have a project you want to talk through, a job opportunity, a question about something on the site, or you just want to connect, I am just a message away. I try to respond to every message personally.